| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 1,057 | 124,560 | IVV, IVW, HDV, IJH | 13F-HR | 11/10/2026 | 000209794326000004 |
| Q2 2026 | 1,090 | 130,661 | IVV, IVW, IJH, HDV | 13F-HR | 8/11/2026 | 000209794326000003 |
| Q1 2026 | 1,110 | 116,526 | IVV, IVW, HDV, IJH | 13F-HR | 5/11/2026 | 000209794326000002 |
| Q4 2025 | 1,113 | 115,331 | IVV, IVW, IJH, HDV | 13F-HR | 2/9/2026 | 000209794326000001 |